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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,621 | $209,422+3.0% | $178,503+20.8% | $158,982+35.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.06% | 188.81%-177.7pp | 151.12%-140.1pp | 302.99%-291.9pp |
| Employer contribution / active EE | $19,724 | $5,707+245.6% | $5,011+293.6% | $4,763+314.1% |
| Participant deferral / active EE | $15,042 | $5,955+152.6% | $5,202+189.1% | $5,983+151.4% |
| Admin fee / account holder | $1,812 | $17,079-89.4% | $13,987-87.0% | $11,252-83.9% |